Aikya Connect Interview: Christopher Rossbach
February 17, 2022
Jai Rupani interviews Christopher Rossabach our CIO on Family Office investment strategy
Nvidia: Three reasons why we are not selling
September 18, 2023
Nvidia has been in the World Stars portfolio for over 18 months and it has now become our largest position following its 215% rise year-to-date.
Read more...Turkish corporate bonds – A fundamental opportunity
July 14, 2023
The macro backdrop in Turkey has been challenging with elevated inflation, balance of payments concerns and presidential elections, which has resulted in significant asset volatility
Read more...Artificial Intelligence: The next computing paradigm
June 15, 2023
We recently wrote about ChatGPT, the first ‘killer’ app showcasing the power of generative artificial intelligence. ChatGPT had been hailed a revolution and while it
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Commentary
The Golden PathSeptember 18, 2023
This time last year we were in the midst of the storm caused by US Feds raising interest rates from close to nothing to normal
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J. Stern & Co. August updateAugust 16, 2023
This time last year we were in the midst of the storm caused by US Feds raising interest rates from close to nothing to normal
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Investment CommentaryJuly 17, 2023
“The basis of successful investing is the thoughtful analysis of the fundamentals “ Philip Fisher Our World Stars Global Equity strategy has done well this
Read more...J. Stern & Co. Expands Into North America
March 28, 2023
The London-based asset manager built on a European banking dynasty has opened an office in New York City J. Stern
Cybersecurity is an ESG concern for investors but businesses are holding back on transparency
April 27, 2022
Cybersecurity is now a component of ESG for many investors, but getting information from businesses remains tough. With the number
J. Stern & Co. World Stars Global Equity: The fund that goes looking for all-star shares with pricing power
April 26, 2022
Investment fund J Stern & Co World Stars Global Equity has just enjoyed its third anniversary – and so far it’s
How to pick the winners of the global supply chain crunch
April 20, 2022
‘Location is becoming just as important as manufacturing efficiency’ Supply shortages resulting from Covid-19 lockdowns, compounded by the Ukraine crisis,
Stay or go? Western consumer brands wrestle with Russian dilemma
March 11, 2022
Vladimir Putin’s invasion of Ukraine has led to an exodus of well-known western brands from Russia, but not every company